A straightforward, four-step path from application to your first earning client. Most accountants complete onboarding in under a week.
Step 1 — Submit Application (~5 minutes)
Complete the online partner application with your business credentials and professional experience.
- Full name, work email, phone
- Country, city, LinkedIn (optional)
- Firm / company name and years in practice
- Primary role (CPA, CA, Bookkeeper, Tax Preparer, etc.)
- Expertise areas and accounting software you already use
- Active client count and expected onboardings in the next 90 days
The form adapts to your country — tool lists, license fields, and payout methods are tailored to your local market (US, IN, CA, GB, AU, AE, SG, NZ).
Step 2 — Application Review (3–5 business days)
Our partnerships team reviews your application against eligibility and compliance standards. We check professional credentials, existing client base and growth intent, software alignment, and commitment to completing certification. You’ll get a confirmation email when accepted.
Step 3 — Complete Certification (2–4 hours)
Access four training modules in the Partner Portal:
- 1AI in Accounting (30 min) — How AI fits client workflows and how to answer common client concerns.
- 2Platform Training (45 min) — HelloBooks features, integration setup, and day-to-day workflows.
- 3Client Advisory (30 min) — Positioning, pitching, and objection handling.
- 4Implementation (30 min) — Onboarding, migration, and support playbooks.
Finish with a 25-question exam — 70% to pass, unlimited retakes at no cost. Most partners pass on the first or second attempt and receive an instant digital certificate and LinkedIn-verified badge.
Step 4 — Start Earning (ongoing)
Once certified, onboard clients through your partner portal and earn commissions on every subscription. You get a dedicated partner dashboard, a Partner Directory listing, marketing resources, and priority support.
Who should apply
- Chartered accountants, CPAs, bookkeepers, tax preparers and enrolled agents
- Fractional CFOs and financial consultants
- Accounting firms, practice owners and multi-advisor partnerships